I have a brokerage account which includes a joint account. I wanted to Transfer Funds from a joint account to my wife's Roth. Despite the fact that I have a total, and absolute, Power of Attorney, I could not do that because the USAA system will not allow me to put her Roth account on my Transfer list. I have several other accounts that I can transfer money into and out of, but not this one. It was necessary for me to contact a brokerage representative and do it telephonically.
USAA, stop making your members jump thru hoops because you did not have the common sense to consider reasonable solutions to common problems.
